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Yi Ping'sFinancial literacy and relationship property: a guide for Family Office children
Children in Family Office environments have the unique advantage of growing up with considerable financial resources at their disposal. However, with this privilege comes the responsibility of managing wealth wisely and understanding the legalities surrounding relationship property.
In many of the families we work with, financial management often falls into the hands of an individual. [...]
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Did you receive a CRS letter?
The IRD has begun issuing letters detailing both their powers to gather information from foreign jurisdictions and your responsibilities as a tax payer. This can be a very difficult letter to receive even if you as a tax payer have been compliant for your economic history. What does it mean? The Common Reporting Standards (CRS) […]
Why your family wealth story matters
It’s never too early or late to start telling the next generation the story of how your family’s wealth was created. Stories are powerful and can create lasting bonds and a legacy to pass from generation to generation. But for many people, starting such a conversation falls into the too-hard basket. For some it’s a […]
Feeding the squawking chicks
You wanted to run a pension fund… didn’t you? So your family has made it – you’ve achieved enough money and assets not to worry anymore. Generation One (G1) is now considering ‘what next’, or maybe G2 is now in control. There’s a pile of stuff to be sorted through and thought about. This family […]
Using your client portal
Have you tried recently to open a new bank account, change banks, re-mortgage, buy a business, deposit funds post selling a business or purchase an item on finance? It feels like the whole world wants all of our private information (in duplicate), sometimes because they didn’t get the previous email, or they didn’t store what […]
Make a better investment
Whenever I hear the word ‘investment’, the first thing that comes to my mind is money. But is that always the case? Let me share an experience with you… I used to have a gap between my front teeth, and for years the gap kept growing. It bothered me every time I looked in the […]
